Kotak Business Cycle - Direct Plan - Growth vs SBI Equity Minimum Variance Fund - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger based on its superior performance metrics, boasting a 1-year return of 6.73% and a 3-year CAGR of 17.77%, compared to SBI Equity Minimum Variance Fund's negative 1-year return of -2.71% and a 3-year CAGR of 8.12%. However, this comes with a higher expense ratio of 0.7393% versus SBI's 0.52%, which could impact net returns over time. For investors weighing their options, Kotak Business Cycle offers better growth potential at the cost of a slightly higher expense ratio.
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
SBI Equity Minimum Variance Fund - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Thematic
| Metric | Kotak Business Cycle -... | SBI Equity Minimum Var... |
|---|---|---|
| NAV | ₹18.71 | ₹24.66 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7393% | 0.52% |
| AUM | ₹3,413 Cr | ₹194 Cr |
| 1M Return | +3.7% | +6.9% |
| 3M Return | +0.27% | -1.96% |
| 6M Return | +9.23% | +0.06% |
| 1Y Return | +6.73% | -2.71% |
| 3Y CAGR | +17.77% | +8.12% |
| 5Y CAGR | — | +8.84% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Raviprakash Sharma |